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Salesperson Onboarding Free Template

With Pipefy’s Salesperson Onboarding template, you’ll ensure the new team member is totally integrated with your company’s standards and processes, and organize everything you need to do so within the first six weeks.

Automate the onboarding process

With Pipefy’s Salesperson Onboarding template, you’ll have full visibility of the status of new sales professionals and all interactions with them (meetings, emails, files, comments) without toggling between different tools and losing important information.

Use the template to ensure every piece of information about the new salesperson and their onboarding process is centralized and available to all stakeholders, so everyone’s in the loop, all the time.

Pipefy’s automated emails mean you’ll always know what stage of onboarding salespeople are in, and you’ll welcome them properly by ensuring they have all the information they need to start bringing value to the company right away.

Adapt this template for your needs and hit the ground running

Fast and simple to deploy

Get started with your process in minutes with this easy-to-use template.


Customize your unique needs without help from the IT department.

Wide app integrations

Connect your ERP, HRIS, CRM, and other existing tools with Pipefy to build a truly integrated operation.

Connect Pipefy to your favorite software with ease

HR Teams love Pipefy

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Now, when hiring managers submit recruitment requests, they have to answer a series of questions, such as salary and job requirements. So when we get the requests, we don’t have to track down missing information.

Renan Souza Lima Strategic Analyst, HR

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